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portrait of Robert A Craig
FINANCIAL ADVISOR

Robert A Craig

CRPC™
5656 Calle Real, Goleta, CA 93117opens in a new window
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About Robert

Back in 2018, I started my Edward Jones journey as a financial advisor. This is where I discovered my passion for guiding individuals, families and business owners toward their financial dreams. During my twenties, I gained invaluable experience working in retail banking, laying a solid foundation for providing comprehensive financial solutions. Today, I specialize in assisting clients with important needs such as retirement planning, education savings, life insurance and employer retirement plans.

As your financial advisor, I take the time to get to know you, understand your goals and what is most important to you. Together through an established process, we...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Personal Fitness
  • Basketball
  • Sports Enthusiast
  • Health & Nutrition

Team Members

  • Kathy Carrigan
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(805) 967-9797

Fax

(866) 276-8396

Office Address

5656 Calle Real
Goleta, CA 93117opens in a new window

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